Delight accountancy and bookkeeping clients who increasingly prefer the convenience of messaging apps.
Clients want to communicate with you from their preferred messaging app, such as WhatsApp or WeChat. But this creates significant challenges as messages on standalone phones lead to compliance issues, loss of managerial oversight and unrecorded time.
ClientWindow solves all these challenges by integrating client WhatsApp and WeChat messages with your business email and Microsoft Teams accounts.
By connecting clients who send chats on messaging apps with business teams using email and industry software, ClientWindow allows firms to offer modern communications without compromising on compliance.
Your time tracking and billing relies on an accurate representation of how your teams spend their time. By using ClientWindow, you will ensure that all time and conversations, across all channels, is captured.
ClientWindow helps you build strong client relationships by providing excellent communications.
First, it was faxes; then it was email; now it is mobile and messaging apps. Nothing stands still when it comes to technology and client communication. Now, even in regulated industries, WhatsApp has presented as the frontrunner in modern communication. In this guide, we explore the impact of WhatsApp on the finance sector.
